CUSIP 45783Y137US SMALL CAP PWRKAUGQ4 2025
Aggregate 13F value by quarter
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43 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Berkshire Money Management, Inc. | 2.50M | $66.23M | +47.2K | Added |
| 2 | Gradient Investments LLC | 477.9K | $12.68M | +10.7K | Added |
| 3 | Sageview Advisory Group, LLC | 205.3K | $5.45M | +41.4K | Added |
| 4 | First Heartland Consultants, Inc. | 191.5K | $5.08M |
| +9.5K |
| Added |
| 5 | Blair William & Co/Il | 139.5K | $3.70M | −1.9K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 124.1K | $3.29M | +36 | Added |
| 7 | Safe Harbor Wealth Advisors, LLC | 100.8K | $2.73M | +100.8K | New Position |
| 8 | Hightower Advisors, LLC | 95.7K | $2.54M | −2.5K | Reduced |
| 9 | Osaic Holdings, Inc. | 87.3K | $2.32M | −400 | Reduced |
| 10 | Corrado Advisors, LLC | 66.3K | $1.76M | −332 | Reduced |
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